I just posted the same question. It's insane that this hasn't come up as a critical item more often. https://central.xero.com/s/question/0D53m00009b6toqCAA/including-a-project-number-as-a-field-to-a-custom-invoice-template I've setup custom templates and used the reference as the Purchase order, however when the client will recieve them, the accounts or client won't know what project the PO# relates to and will cause them work to find out and then pay. Insane that this is not a feature. It an easy addition for mailmerge field, as it's already shown on the invoice dashboard.
Ian McDonald
supported this idea
·
I just posted the same question. It's insane that this hasn't come up as a critical item more often. https://central.xero.com/s/question/0D53m00009b6toqCAA/including-a-project-number-as-a-field-to-a-custom-invoice-template
I've setup custom templates and used the reference as the Purchase order, however when the client will recieve them, the accounts or client won't know what project the PO# relates to and will cause them work to find out and then pay. Insane that this is not a feature. It an easy addition for mailmerge field, as it's already shown on the invoice dashboard.